Prospera Financial Services Inc Purchases in Q4 2024

Prospera Financial Services Inc

  • $4.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
467
+ 13.44%
$78.15 - $88.25 $36.5K - $41.2K
3.94K $322K
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.07K
+ 13.36%
$37.15 - $41.12 $39.6K - $43.8K
9.05K $342K
EXC
Exelon Corp

Utilities
1.81K
+ 15.68%
$36.22 - $40.97 $65.4K - $74K
13.3K $501K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
371
+ 12.35%
$100.24 - $101.35 $37.2K - $37.6K
3.37K $339K
AB
Alliancebernstein Holding L.P.

Financial Services
192
+ 1.47%
$34.59 - $38.68 $6.64K - $7.43K
13.2K $490K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.15K
+ 4.72%
$49.79 - $51.14 $57.5K - $59K
25.6K $1.28M
ARCC
Ares Capital Corp

Financial Services
826
+ 5.23%
$20.74 - $22.27 $17.1K - $18.4K
16.6K $363K
BCS
Barclays PLC

Financial Services
847
+ 4.72%
$11.65 - $13.67 $9.87K - $11.6K
18.8K $249K
FDUS
Fidus Investment Corp

Financial Services
200
+ 1.0%
$19.1 - $21.49 $3.82K - $4.3K
20.2K $423K
JPSE
J P Morgan Diversified Return

ETFs
831
+ 12.02%
$46.77 - $51.7 $38.9K - $43K
7.75K $363K
ABC
Amerisourcebergen Corp

Healthcare
166
+ 1.68%
N/A
10K $1.86M
VBR
Vanguard Small Cap Value ETF

ETFs
327
+ 2.44%
$197.36 - $217.3 $64.5K - $71.1K
13.7K $2.72M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
625
+ 2.02%
$13.61 - $14.58 $8.51K - $9.11K
31.5K $454K
NRZ
New Residential Investment Corp.

Real Estate
3.63K
+ 19.34%
N/A
22.4K $162K
BNS
Bank Of Nova Scotia

Financial Services
530
+ 12.04%
$51.5 - $57.02 $27.3K - $30.2K
4.93K $264K
AER
Aer Cap Holdings N.V.

Industrials
187
+ 2.66%
$91.85 - $100.3 $17.2K - $18.8K
7.23K $691K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
893
+ 5.53%
$47.98 - $49.47 $42.8K - $44.2K
17K $822K
BTI
British American Tobacco P.L.C.

Consumer Defensive
754
+ 5.25%
$34.25 - $37.94 $25.8K - $28.6K
15.1K $549K
EME
Emcor Group, Inc.

Industrials
20
+ 3.04%
$427.96 - $526.95 $8.56K - $10.5K
678 $307K
MQ
Marqeta, Inc.

Technology
10.8K
+ 73.34%
$3.42 - $5.95 $36.8K - $64K
25.4K $96K
FXN
First Tr Exchange Traded Fd Fi

ETFs
1.07K
+ 2.22%
$15.42 - $18.08 $16.5K - $19.3K
49.1K $802K
HISF
First Tr Exc Traded Fd Iv High

ETFs
1.33K
+ 6.24%
$43.73 - $45.64 $58.1K - $60.6K
22.6K $990K
FSIG
First Tr ETF Iv LTD Duration I
3.16K
+ 2.82%
$18.8 - $19.23 $59.3K - $60.7K
115K $2.17M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
356
+ 5.96%
$41.96 - $43.69 $14.9K - $15.6K
6.33K $274K
ROP
Roper Technologies Inc

Industrials
105
+ 11.77%
$519.85 - $575.95 $54.6K - $60.5K
997 $518K
LBRT
Liberty Energy Inc.

Energy
477
+ 2.97%
$16.68 - $20.84 $7.96K - $9.94K
16.5K $328K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
140
+ 0.86%
$36.57 - $41.01 $5.12K - $5.74K
16.5K $622K
GSAT
Globalstar, Inc.

Communication Services
10.5K
New
$1.03 - $2.29 $10.8K - $24K
10.5K $21K
BLW
Blackrock LTD Duration Income Trust

Financial Services
1.75K
+ 14.22%
$13.98 - $14.51 $24.5K - $25.4K
14K $198K
JKHY
Henry Jack & Associates Inc

Technology
151
+ 2.89%
$171.12 - $186.18 $25.8K - $28.1K
5.37K $942K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.18K
+ 3.08%
$40.26 - $42.88 $47.7K - $50.8K
39.7K $1.61M
STWD
Starwood Property Trust, Inc.

Real Estate
2.23K
+ 14.1%
$18.95 - $20.37 $42.3K - $45.5K
18.1K $342K
CHD
Church & Dwight CO Inc

Consumer Defensive
163
+ 1.99%
$99.11 - $112.25 $16.2K - $18.3K
8.36K $874K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
10
+ 0.29%
$63.19 - $73.31 $632 - $733
3.42K $235K
NJR
New Jersey Resources Corp

Utilities
498
+ 3.98%
$45.17 - $51.61 $22.5K - $25.7K
13K $606K
HDB
Hdfc Bank LTD

Financial Services
89
+ 1.09%
$59.45 - $68.01 $5.29K - $6.05K
8.26K $527K
IYR
Ishares Tr

ETFs
711
+ 12.6%
$90.74 - $102.87 $64.5K - $73.1K
6.36K $591K
FTQI
First Trust ETF Vi First Trust

ETFs
559
+ 5.7%
$20.23 - $21.46 $11.3K - $12K
10.4K $215K
ROAM
Hartford Multifactor Emerging

ETFs
2.06K
+ 17.15%
$22.81 - $25.56 $46.9K - $52.5K
14K $320K
FJP
First Trust Japan Alphadex Fun

ETFs
1.39K
+ 6.28%
$50.22 - $54.42 $69.9K - $75.8K
23.6K $1.22M
CAH
Cardinal Health Inc

Healthcare
3
+ 0.16%
$107.89 - $125.33 $324 - $376
1.94K $228K
PPL
Ppl Corp

Utilities
1.1K
+ 3.18%
$31.47 - $35.0 $34.7K - $38.6K
35.8K $1.16M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.18K
+ 5.89%
$23.63 - $26.47 $27.8K - $31.1K
21.1K $501K
DT
Dynatrace, Inc.

Technology
163
+ 3.56%
$51.09 - $59.6 $8.33K - $9.71K
4.75K $257K
ACM
Aecom

Industrials
20
+ 0.7%
$101.97 - $116.97 $2.04K - $2.34K
2.86K $305K
FNDX
Schwab Fundamental U S Large C

ETFs
69.9K
+ 204.53%
$23.49 - $71.77 $1.64M - $5.02M
104K $2.46M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
353
+ 4.42%
$44.33 - $49.55 $15.6K - $17.5K
8.33K $374K
FNB
Fnb Corp

Financial Services
4
+ 0.03%
$13.56 - $17.29 $54.2 - $69.2
15.5K $229K
VMC
Vulcan Materials CO

Basic Materials
10
+ 0.96%
$237.95 - $292.31 $2.38K - $2.92K
1.05K $269K
Activity Summary
Buys All Purchases 716 New Holdings 83 Increased Positions 633 Sells All Sells 359 Reductions 359 Sold out 0 Options Calls 0 Puts 0
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